iShares S&P MidCap 400 Value Index shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in iShares S&P MidCap 400 Value Index
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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $719k | 6.1k | 118.29 |
| 2023-12-31 | $691k | 6.1k | 114.04 |
| 2023-09-30 | $604k | 6.0k | 100.93 |
| 2023-06-30 | $641k | 6.0k | 107.13 |
| 2023-03-31 | $615k | 6.0k | 102.77 |
| 2022-12-31 | $611k | 6.1k | 100.80 |
| 2022-09-30 | $549k | 6.1k | 89.94 |
| 2022-06-30 | $576k | 6.1k | 94.36 |
| 2022-03-31 | $669k | 6.1k | 109.60 |
| 2021-12-31 | $676k | 6.1k | 110.75 |
| 2021-09-30 | $624k | 6.1k | 102.99 |
| 2021-06-30 | $638k | 6.1k | 105.30 |
| 2021-03-31 | $651k | 6.4k | 101.97 |
| 2020-12-31 | $551k | 6.4k | 86.31 |
| 2020-09-30 | $430k | 3.2k | 134.71 |
| 2020-06-30 | $424k | 3.2k | 132.83 |
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